Working with your Calendar in PreSkale
With PreSkale Calendar, users have the freedom to manage, analyse and optimize the time they spend on meetings. In the below video, you can understand how the PreSkale calendar works and how you can manage your meetings with ease. To deep-dive further on the different terminologies used, please click here to know more - LINK.
Calendar Outcome Automation
With Outcome Automation, any meeting that is added to the user's calendar, the outcomes of those meetings would be automatically tagged. Once the meeting tags are configured, based on the Meeting's title, the Outcome of a meeting will be auto-tagged.
Steps to set up outcome automation,
Step 1: Navigate to the "Settings icon" located within the calendar's workspace.
Step 2: Once there, users will have access to the List of outcomes on the left panel and Meeting title tags on the Right panel.
Step 3: To tag an outcome to a specific meeting title, type the title of the meeting in front of the outcome.
Step 4: Press the 'Enter' key and this will automatically tag the outcome to the designated meeting title.
For any questions or concerns, please contact our support team over Slack.
Tracking Meeting Notes
Centralize and track all your calendar activity related notes within PreSkale. All meeting notes associated to an opportunity can be tracked along side with the Outcome information.
Steps to add meeting notes,
Step 1: Ensure that the Account, Opportunity and Outcome information is tagged to the meeting.
Step 2: Switch to the meeting notes tab, proceed to update the notes and Press the " Save" button to add the note successfully.
Note: 1. An opportunity must be tagged to associate meeting notes to the meeting. 2. Within the Deal's Notes Section under the presentation view, users can see the associate meeting notes.
For any questions or concerns, please contact our support team over Slack.